Harness Wealth

SEPTEMBER 23, 2024

Key Takeaways: Too many tax practices are bogged down in commoditized administrative tasks and compliance work, making it challenging to cross-sell services to expand client relationships. The more a firm can either automate processes or outsource tasks, the more time it’ll have to build deeper client relationships.

Taxes 52

Taxes Clients Compliance Tax Planning 52

XY Planning Network

JANUARY 16, 2023

If notifying or bringing your clients with you is on your checklist, add this task first: C heck employment contract. 4 MIN READ. New year, new firm? Whether you’re changing firms or starting your own, there are many things to consider and do.

Clients 98

Clients Assets Management Recruitment 98

Harness Wealth

MAY 9, 2025

This can involve dedicated mentoring programs where the current owner or senior leaders share their experience and insights, or job shadowing, which provides first-hand exposure to different aspects of leadership and client management.

Taxes 52

Taxes Planning Accounting Clients 52

Harness Wealth

MAY 9, 2025

This can involve dedicated mentoring programs where the current owner or senior leaders share their experience and insights, or job shadowing, which provides first-hand exposure to different aspects of leadership and client management.

Taxes 52

Taxes Accounting Planning Clients 52